30
Precision in Protection: Using Guaranteed Lifetime Income and Managed Accounts to Improve Outcomes
Date: July 30, 2025
Time: 2:00 pm - 3:00 pm EST
Increased longevity, market uncertainty and inflation present a challenge to traditional retirement planning approaches. At the same time, the impact of these risks can vary dramatically based on the personal situation of each plan participant. In this webinar, we’ll demonstrate how integrating guaranteed lifetime income within the managed account framework can improve outcomes by calibrating protection based on an individual’s needs and risk tolerances.
By the end of the session, attendees will be able to:
- Understand the challenges posed by increased longevity, market uncertainty, and inflation to traditional retirement planning approaches.
- Learn how integrating guaranteed lifetime income within a managed account framework can enhance retirement outcomes.
- Discover methods to tailor retirement strategies according to individual needs and risk tolerances.
Sponsored by:
This live webinar is currently pending approval for one (1) hour of Continuing Education (CE) credit for Fi360, CFP Board, and IWI Designations.
